NatWest → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need NatWest bank statements in Google Sheets format. NatWest statements include detailed transaction references that can cause column misalignment in generic converters. BankScan AI handles the conversion — DD/MM/YYYY, separate Paid In and Paid Out columns with a Balance column on the right, and all.
How It Works
Upload NatWest PDF
Drop your NatWest statement PDF. Supports PDF.
AI converts to Google Sheets
Parses NatWest's DD/MM/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
NatWest + Google Sheets + Financial Advisors (IFAs)
- NatWest expertise — Handles DD/MM/YYYY and separate Paid In and Paid Out columns with a Balance column on the right
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
NatWest to Google Sheets — For Financial Advisors (IFAs)
Handles DD/MM/YYYY, outputs perfect Google Sheets. Free tier available.
Convert NatWest to Google Sheets Free